Retail Earnings, Oil at $65 & Novo vs. Lilly I Feb 25, 2026

Today’s episode covers retail earnings, oil prices near $65, and the latest battle in obesity drugs. In this episode of Wall Street Beats, we break down: • TJX earnings and why retail guidance stays cautious • Walmart’s long-term AI advantage in distribution • The frozen housing market (Home Depot & Lowe’s) • Oil prices at $65 and U.S.–Iran negotiations • Energy stocks like EOG, Diamondback & Devon • Novo Nordisk vs. Eli Lilly in the GLP-1 drug race • Healthcare pricing and Trump’s drug policy comments We also discuss consumer sentiment, alcohol demand trends, and what changing growth narratives mean for portfolio discipline. New episodes daily covering the stock market, investing strategy, earnings season, macro trends, and sector analysis. Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join the Inner Circle and get a Seat at the Roundtable now: wallstreetbeats.com for exclusive access to our pros. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.